Global inflation: Past the peak but still very troublesome

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Despite signs that inflation has likely peaked in certain areas of the world, the idea that the global monetary tightening cycle might soon come to an end is misplaced. With

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Investing in emerging Asia amid rising global tensions

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Europe reaches tipping point Tensions between the US and China are heating up and the European Union is facing increasing pressure to choose a side in the wake of COVID-19.

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Views on COVID-19 – mounting concerns around credit triggered a cascade of indiscriminate selling in equity markets

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“Investors began 2020 with high hopes for strengthening global growth, but soon expectations for returns were dashed by overextended valuations and pockets of geopolitical risk. They began to re-evaluate risk,

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Short and Sharp: Have markets developed immunity to the coronavirus?

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Principal Global Investors Chief Strategist, Seema Shah addresses the ongoing impact of coronavirus. “2020 to date has been no stranger to sharp sell offs, followed quickly by big rebounds. In

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Ongoing US-Iran tension could boost energy stocks despite lacklustre global outlook

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Financial markets’ quick recovery following US-Iran tensions may be short lived and punish investor returns, though a renewal of tensions could increase the appeal of energy stocks. Principal Global Investors

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No positives in going negative for central bankers, says Principal Global Investors

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President Trump has been pushing the Federal Reserve (Fed) to consider cutting policy rates below zero in an effort to stimulate growth and weaken the dollar, however his stance hasn’t gained

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Is this the momentous reversal?

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“Suddenly, there appears to be a glimmer of light. Expectations for a rebound in growth, nurtured by thawing U.S./China trade relations, better Brexit news, and global monetary easing have all

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Short and Sharp: Everything is not okay

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Another tweet, another big market move. Last Friday, as many investors were making their peace with reallocations towards expensive safe havens, defensives, and higher quality assets, President Trump turned things

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Trump’s First Month: The Global Impact

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On January 20, 2017, Donald J Trump was inaugurated as the 45th U.S. president. The implications of his subsequent actions vary across the globe. Principal Global Investors’ Chief Global Economist

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